Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Link copied to clipboard!

tortoise-icon Invesco India Medium Duration Fund - Regular - Growth

Invest Now

tortoise-icon Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Invesco India Medium Duration Fund - Regular - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Fund Invesco India Medium Duration Fund - Regular - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Investment Plan Growth Growth
Level of Risk Moderate Moderately High
Asset Size (Cr) ₹173 Cr ₹2744 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 17 Jul 2021 25 Mar 2009
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index B-III CRISIL Medium Duration Fund CIII Index
Turn Over 40% 78%
Expense Ratio 1.15 1.56
Manager Krishna Venkat Cheemalapati Dhaval Joshi
ISIN Code INF205KA1379 INF209K01603
Exits Load Data not available./365 Aditya Birla Sun Life Medium Term Plan - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 730 days. There are no other charges., 2.0% if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Invesco India Medium Duration Fund - Regular - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
1 Month -0.03% 0.36%
6 Month 4.22% 5.04%
1 Year 7.81% 13.17%
3 Year 6.85% 9.39%
5 Year - 12.25%

SIP Return Analysis

Scheme Name Invesco India Medium Duration Fund - Regular - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
6 Month 1.21% 2.03%
1 Year 7.22% 11.55%
3 Year 7.49% 10.7%
5 Year - 12.05%

Rolling Lumpsum Returns

Scheme Name Invesco India Medium Duration Fund - Regular - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
1 Year 6.23% 9.37%
3 Year 5.39% 10.08%
5 Year - 8.81%

Risk Management

Scheme Name Invesco India Medium Duration Fund - Regular - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Standard Deviation 1.49% 1.69%
Sharp 0.22% 1.53%
Beta 1.76% 1.17%
Alpha -1.26% 1.55%

Fund Managers

Scheme Name Invesco India Medium Duration Fund - Regular - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Name Krishna Venkat Cheemalapati Dhaval Joshi
Total AUM ₹24743 Cr ₹361932 Cr
Funds Managed 19 55
Invesco India Medium Duration Fund - Regular - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

Market Cap

Scheme Name

Invesco India Medium Duration Fund - Regular - Growth

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

Others 100 100

Sector Allocation

Scheme Name

Invesco India Medium Duration Fund - Regular - Growth

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

Others 100 95.86
Real Estate - 1.67
Financial Services - 0.8
Industrials - 1.16
Utilities - 0.51

Top Comparisons

WhiteOak Capital Banking & Financial Services Fund-Reg (G) WhiteOak Capital Banking & Financial Services Fund-Reg (G)

3Y Returns0%

VS

ICICI Prudential Banking and Financial Services Fund -  Growth ICICI Prudential Banking and Financial Services Fund - Growth

3Y Returns15.75%

Compare Now

Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)

3Y Returns0%

VS

UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN

3Y Returns6.18%

Compare Now

ICICI Prudential Smallcap Fund - Growth ICICI Prudential Smallcap Fund - Growth

3Y Returns18.05%

VS

Edelweiss Small Cap Fund - Regular Plan - Growth Edelweiss Small Cap Fund - Regular Plan - Growth

3Y Returns20.27%

Compare Now

Nippon India Conservative Hybrid Fund - Regular - Growth Nippon India Conservative Hybrid Fund - Regular - Growth

3Y Returns8.7%

VS

UTI Conservative Hybrid Fund - Regular Plan - Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns9.69%

Compare Now
Add to Cart Successfully